Harbour Investments’s JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE Stock Holding History

Harbour Investments’s Portfolio JMEE Stock Details JMEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.4K	Buy	351 +212	+153%	+$15.5K	﹤0.01%	2760
2026 Q1	$9.3K	Buy	139 +62	+81%	+$4.22K	﹤0.01%	3295
2025 Q4	$4.96K	Hold	77	–	–	﹤0.01%	3020
2025 Q3	$4.88K	Sell	77 -118	-61%	-$7.29K	﹤0.01%	3001
2025 Q2	$11.5K	Buy	195 +18	+10%	+$1.01K	﹤0.01%	2492
2025 Q1	$9.91K	Buy	177 +77	+77%	+$4.6K	﹤0.01%	2518
2024 Q4	$6.05K	Buy	+100	New	+$6.26K	﹤0.01%	2662

Other funds holding JMEE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Harbour Investments's JMEE Position: Q2 2026 in Review

Harbour Investments increased its JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) stake by 153% in Q2 2026, buying an estimated $15.5K and bringing the position to 351 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2760.

Harbour Investments first reported a position in JMEE in Q4 2024 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold JMEE as of Q2 2026.

Harbour Investments held 351 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF worth $27.4K as of Q2 2026.
Harbour Investments bought 212 JPMorgan Small & Mid Cap Enhanced Equity ETF shares in Q2 2026, an estimated $15.5K.
JPMorgan Small & Mid Cap Enhanced Equity ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2760 holding.
Harbour Investments first reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF in Q4 2024 and has held it in 7 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Small & Mid Cap Enhanced Equity ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.